玲玲秀秀
2022-06-14
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挤兑过后是价值重新定位的考虑和最新稳定币锚定点位的重塑!没有一个实物的稳定锚,加密货币永远就是如同天空中没有线牵引的风筝,随风飘舞、随风跌落!
刚刚,币圈“雷曼危机”拉开了序幕
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挤兑过后是价值重新定位的考虑和最新稳定币锚定点位的重塑!没有一个实物的稳定锚,加密货币永远就是如同天空中没有线牵引的风筝,随风飘舞、随风跌落!","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/680490864","repostId":2243648079,"repostType":2,"repost":{"id":"2243648079","pubTimestamp":1655176323,"share":"https://www.laohu8.com/m/news/2243648079?lang=&edition=full","pubTime":"2022-06-14 11:12","market":"fut","language":"zh","title":"刚刚,币圈“雷曼危机”拉开了序幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2243648079","media":"华尔街见闻","summary":"摘要:资产全线暴跌之下,币圈银行Celsius为防止挤兑,宣布冻结提款。随着流动性枯竭,Celsius会成为币圈雷曼吗?币圈一波未平一波又起,似乎一次小型风暴的出现总是在为一场更大的飓风奏响序章。5月","content":"<html><head></head><body><blockquote>摘要:资产全线暴跌之下,币圈银行Celsius为防止挤兑,宣布冻结提款。随着流动性枯竭,Celsius会成为币圈雷曼吗?</blockquote><p>币圈一波未平一波又起,似乎一次小型风暴的出现总是在为一场更大的飓风奏响序章。</p><p>5月中旬,稳定币UST和其姊妹代币Luna所遭遇的“死亡踩踏”还在让投资人心有余悸,然而隔夜加密借贷巨头Celsius的极端操作更是引发市场再度恐慌,甚至已经联想到昔日的雷曼危机。</p><p>这一切都要从美国最新通胀爆表说起。</p><p>美国8.6%的5月CPI数据再度刷新40年新高,随后市场对美联储的鹰派加息预期让全球风险资产集体跳水。不仅股票市场首当其冲,加密货币市场同样未能幸免。比特币直接暴跌至约18个月以来的最低水平,一年半来首次跌破2.3万美元。</p><p><img src=\"https://static.tigerbbs.com/c380afbad8bb1cc2cfb73a89994276c5\" tg-width=\"500\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>而其中Celsius冻结提款一事也进一步加剧了加密货币市场的恐慌,让下跌一发不可收拾。</b></p><p>加密借贷巨头冻结提款</p><p>周一Celsius宣布“由于极端的市场条件”,<b>该公司将暂停账户之间的所有提款、互换和转账。</b></p><p>该公司网站显示,截至5月17日,该公司拥有价值118亿美元的资产,虽然相较于去年10月的260多亿美元明显下降,但从规模上来看Celsius依然被投资者视为币圈银行。</p><p>Celsius在业内地位不容小觑。公司号称拥有170万客户,并向用户宣传通过该平台他们可以获得18%的收益率。用户在Celsius存入他们的加密货币,然后这些加密货币被借给机构和其他投资者,然后用户从Celsius赚取的收入中获得收益。</p><p>而且更重要的是,按照Celsius首席执行官Alex Mashinsky的说法,他们几乎参与了所有主要“去中心化金融(DeFi)”协议。</p><p>因此Celsius事件令投资者心生恐惧。<b>如果这样的大型币圈银行都不能重新开放并允许提款,那么整个加密货币市场都将出现连锁反应,因为不知道谁会成为下一场“滑铁卢”大戏的主角。</b></p><p>具体来说就是,如果Celsius被要求停止运营,那么相关数十个DeFi项目、加密货币和其他数字资产都将“一损俱损”。</p><p>加密媒体公司Blockworks研究主管Rasheed Saleuddin表示:</p><blockquote>我们当然会看到一些蔓延......透明度是影子银行市场的关键。</blockquote><p>其实长期以来,由于涉嫌向投资者出售未注册证券,Celsius一直受到美国监管机构的关注。虽然Celsius曾在法庭文件中表示,正试图通过谈判与相关机构达成和解,但是去年新泽西州、肯塔基州和德克萨斯州均对Celsius采取了执法行动。两个月前,Celsius宣布禁止美国投资者从新的加密货币存款中赚取收益。</p><p>大规模挤兑终将上演?</p><p>单单美联储的加息预期不足以完全解释Celsius的突然崩溃,眼下已经有一些分析师将矛头指向了公司在“Lido Stake Ethereum”中的投资。</p><p>这项投资通过将以太坊锁定在所谓的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>合约中来赚取收益,数字资产公司GlobalBlock分析师Marcus Sotiriou周一表示,Celsius在Stake Ethereum中持有约15亿美元的头寸。</p><p>然而近几天,被质押的以太坊的价格与其基础代币之间出现明显差异。因此按照Sotiriou在研报中提及的观点,这“引发了人们的担忧,<b>如果客户试图赎回头寸,Celsius为完成兑付将耗尽他们的流动资金。</b>”</p><p>而用户的大规模挤兑可能会迫使Celsius清算资产,从而让公司所有的投资项目开始共同承压。对此Sotiriou还补充道,<b>预计Celsius的流动性将在五周内被耗尽。</b></p><p>所以这也是Celsius为什么表示,暂停提款的决定对于“稳定流动性和运营”至关重要。</p><p>目前,Celsius的竞争对手Nexo在推特上宣布,它准备收购Celsius的所有“剩余合格资产”,它将这些资产定义为“主要是他们的抵押贷款组合”。Nexo随后在推特上发布了一份意向书,概述了收购计划。Nexo发言人证实了这些推文。</p><p>Nexo还表示,他们已经向Celsius伸出援手,“但我们的帮助被拒绝了”。Celsius的发言人在电子邮件中表示,公司拥有“强劲的流动性和股权状况”。</p><p>Ayyar表示:</p><blockquote>Celsius的消息火上浇油,增加了市场的不确定性。随着本周市场将关注美联储的加息步伐,再加上对提供高收益产品协议的担忧,加密货币的价格面临很大的压力。</blockquote><p>总而言之,与银行资产不同,加密货币资产不受联邦保护,因此无法有效防止挤兑事件的发生。届时不仅是Celsius,可能整个加密货币市场都会亲眼目睹,在价格颓势中加密货币银行的挤兑是如何上演的。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n刚刚,币圈“雷曼危机”拉开了序幕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 11:12 北京时间 <a href=https://wallstreetcn.com/articles/3661889><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:资产全线暴跌之下,币圈银行Celsius为防止挤兑,宣布冻结提款。随着流动性枯竭,Celsius会成为币圈雷曼吗?币圈一波未平一波又起,似乎一次小型风暴的出现总是在为一场更大的飓风奏响序章。5月中旬,稳定币UST和其姊妹代币Luna所遭遇的“死亡踩踏”还在让投资人心有余悸,然而隔夜加密借贷巨头Celsius的极端操作更是引发市场再度恐慌,甚至已经联想到昔日的雷曼危机。这一切都要从美国最新通胀...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3661889\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26e574706ced777ba0af741c0072c424","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://wallstreetcn.com/articles/3661889","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243648079","content_text":"摘要:资产全线暴跌之下,币圈银行Celsius为防止挤兑,宣布冻结提款。随着流动性枯竭,Celsius会成为币圈雷曼吗?币圈一波未平一波又起,似乎一次小型风暴的出现总是在为一场更大的飓风奏响序章。5月中旬,稳定币UST和其姊妹代币Luna所遭遇的“死亡踩踏”还在让投资人心有余悸,然而隔夜加密借贷巨头Celsius的极端操作更是引发市场再度恐慌,甚至已经联想到昔日的雷曼危机。这一切都要从美国最新通胀爆表说起。美国8.6%的5月CPI数据再度刷新40年新高,随后市场对美联储的鹰派加息预期让全球风险资产集体跳水。不仅股票市场首当其冲,加密货币市场同样未能幸免。比特币直接暴跌至约18个月以来的最低水平,一年半来首次跌破2.3万美元。而其中Celsius冻结提款一事也进一步加剧了加密货币市场的恐慌,让下跌一发不可收拾。加密借贷巨头冻结提款周一Celsius宣布“由于极端的市场条件”,该公司将暂停账户之间的所有提款、互换和转账。该公司网站显示,截至5月17日,该公司拥有价值118亿美元的资产,虽然相较于去年10月的260多亿美元明显下降,但从规模上来看Celsius依然被投资者视为币圈银行。Celsius在业内地位不容小觑。公司号称拥有170万客户,并向用户宣传通过该平台他们可以获得18%的收益率。用户在Celsius存入他们的加密货币,然后这些加密货币被借给机构和其他投资者,然后用户从Celsius赚取的收入中获得收益。而且更重要的是,按照Celsius首席执行官Alex Mashinsky的说法,他们几乎参与了所有主要“去中心化金融(DeFi)”协议。因此Celsius事件令投资者心生恐惧。如果这样的大型币圈银行都不能重新开放并允许提款,那么整个加密货币市场都将出现连锁反应,因为不知道谁会成为下一场“滑铁卢”大戏的主角。具体来说就是,如果Celsius被要求停止运营,那么相关数十个DeFi项目、加密货币和其他数字资产都将“一损俱损”。加密媒体公司Blockworks研究主管Rasheed Saleuddin表示:我们当然会看到一些蔓延......透明度是影子银行市场的关键。其实长期以来,由于涉嫌向投资者出售未注册证券,Celsius一直受到美国监管机构的关注。虽然Celsius曾在法庭文件中表示,正试图通过谈判与相关机构达成和解,但是去年新泽西州、肯塔基州和德克萨斯州均对Celsius采取了执法行动。两个月前,Celsius宣布禁止美国投资者从新的加密货币存款中赚取收益。大规模挤兑终将上演?单单美联储的加息预期不足以完全解释Celsius的突然崩溃,眼下已经有一些分析师将矛头指向了公司在“Lido Stake Ethereum”中的投资。这项投资通过将以太坊锁定在所谓的智能合约中来赚取收益,数字资产公司GlobalBlock分析师Marcus Sotiriou周一表示,Celsius在Stake Ethereum中持有约15亿美元的头寸。然而近几天,被质押的以太坊的价格与其基础代币之间出现明显差异。因此按照Sotiriou在研报中提及的观点,这“引发了人们的担忧,如果客户试图赎回头寸,Celsius为完成兑付将耗尽他们的流动资金。”而用户的大规模挤兑可能会迫使Celsius清算资产,从而让公司所有的投资项目开始共同承压。对此Sotiriou还补充道,预计Celsius的流动性将在五周内被耗尽。所以这也是Celsius为什么表示,暂停提款的决定对于“稳定流动性和运营”至关重要。目前,Celsius的竞争对手Nexo在推特上宣布,它准备收购Celsius的所有“剩余合格资产”,它将这些资产定义为“主要是他们的抵押贷款组合”。Nexo随后在推特上发布了一份意向书,概述了收购计划。Nexo发言人证实了这些推文。Nexo还表示,他们已经向Celsius伸出援手,“但我们的帮助被拒绝了”。Celsius的发言人在电子邮件中表示,公司拥有“强劲的流动性和股权状况”。Ayyar表示:Celsius的消息火上浇油,增加了市场的不确定性。随着本周市场将关注美联储的加息步伐,再加上对提供高收益产品协议的担忧,加密货币的价格面临很大的压力。总而言之,与银行资产不同,加密货币资产不受联邦保护,因此无法有效防止挤兑事件的发生。届时不仅是Celsius,可能整个加密货币市场都会亲眼目睹,在价格颓势中加密货币银行的挤兑是如何上演的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":155,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7476942,"gmtCreate":1655249762826,"gmtModify":1655249763433,"authorId":3548268462187923,"author":{"id":3548268462187923,"authorId":3548268462187923,"name":"适时做T","avatar":"https://static.tigerbbs.com/513358897b9c93a557b2aa918aa95006","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680490864,"type":1,"supId":0,"prevId":0,"content":"…","text":"…","html":"…","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7476936,"gmtCreate":1655249635616,"gmtModify":1655249636256,"authorId":3586594928562404,"author":{"id":3586594928562404,"authorId":3586594928562404,"name":"大李546262","avatar":"https://static.tigerbbs.com/b605a20f44f7febc084329da45204da0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680490864,"type":1,"supId":0,"prevId":0,"content":"可以","text":"可以","html":"可以","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7476913,"gmtCreate":1655248794416,"gmtModify":1655248795343,"authorId":3568924760501363,"author":{"id":3568924760501363,"authorId":3568924760501363,"name":"小李546262","avatar":"https://static.tigerbbs.com/a03ca759045b5907ca18e454a76579e9","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.20","exceedPercentage":"60.82%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680490864,"type":1,"supId":0,"prevId":0,"content":"可以","text":"可以","html":"可以","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7475396,"gmtCreate":1655189811974,"gmtModify":1655189812612,"authorId":3565175602723948,"author":{"id":3565175602723948,"authorId":3565175602723948,"name":"奉旨赚钱","avatar":"https://static.tigerbbs.com/dc20bb0a9b160c336cfc2e6b08684323","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680490864,"type":1,"supId":0,"prevId":0,"content":"学习","text":"学习","html":"学习","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7475391,"gmtCreate":1655189725514,"gmtModify":1655189726300,"authorId":3519274687705271,"author":{"id":3519274687705271,"authorId":3519274687705271,"name":"KuoYucheng","avatar":"https://static.tigerbbs.com/9cf30a3e7351ca0bc9fc917d2adced9f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":680490864,"type":1,"supId":0,"prevId":0,"content":"1111","text":"1111","html":"1111","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7475384,"gmtCreate":1655188985145,"gmtModify":1655188986059,"authorId":3485835206376479,"author":{"id":3485835206376479,"authorId":3485835206376479,"name":"别打扰我的发财梦","avatar":"https://static.tigerbbs.com/535b3fff1e8e2a0a29332e27783b30bb","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","gray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